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Portfolio (Quarterly) Guide ↗

Nemes Rush Group LLC

· CIK 0001982273
13F Portfolio $1.2B AUM 954 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 954 New
Page 38 of 48  ·  954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RELX RELX PLC SPONSORED ADR (UNITED KINGDOM) Communication Services 88.0 $3K NEW $31.67 +13.4%
742 FAST FASTENAL COMPANY Industrials 58.0 $3K NEW $48.03 +6.7%
743 ARGX ARGENX SE SPONSORED ADR (NETHERLANDS) Healthcare 3.0 $3K NEW $927.67 +12.1%
744 KD KYNDRYL HLDGS INCORPORATED COMMON STOCK Technology 244.0 $3K NEW $11.31 +10.9%
745 SPB SPECTRUM BRANDS HOLDINGS INCORPORATED Consumer Defensive 32.0 $3K NEW $85.75 +1.4%
746 ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) Technology 22.0 $3K NEW $124.45 +48.9%
747 NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) 154.0 $3K NEW $17.63
748 TAK TAKEDA PHARMACEUTICAL COMPANY LIMITED SPONSORED ADS (JAPAN) Healthcare 169.0 $3K NEW $16.03 +13.4%
749 WDS WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) Energy 140.0 $3K NEW $19.32 +25.9%
750 WMS ADVANCED DRAIN SYSTEMS INCORPORATED DEL Industrials 17.0 $3K NEW $158.65 -9.4%
751 O REALTY INCOME CORPORATION REIT Real Estate 43.0 $3K NEW $61.95 +1.0%
752 PFFD GLOBAL X U.S. PREFERRED ETF 139.0 $3K NEW $18.76 -1.9%
753 PENN PENN ENTERTAINMENT INCORPORATED Consumer Cyclical 122.0 $3K NEW $21.36 -12.7%
754 CRBG COREBRIDGE FINL INCORPORATED 91.0 $3K NEW $28.63
755 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 50.0 $3K NEW $51.78 +1.2%
756 AMKR AMKOR TECHNOLOGY INCORPORATED Technology 30.0 $3K NEW $86.23 -41.7%
757 REZI RESIDEO TECHNOLOGIES INCORPORATED Industrials 83.0 $3K NEW $31.10 -34.8%
758 VAW VANGUARD MATERIALS ETF 11.0 $3K NEW $233.18 +2.8%
759 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2.0 $3K NEW $1277.50 +9.2%
760 IX ORIX CORPORATION SPONSORED ADR (JAPAN) Financial Services 67.0 $3K NEW $38.04 +1.2%
Page 38 of 48  ·  954 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 14.3%
Consumer Cyclical 10.8%
Industrials 9.4%
Healthcare 7.7%
Communication Services 7.4%
Consumer Defensive 4.1%
Energy 3.4%
Utilities 1.8%
Basic Materials 1.6%